Pathstone has ranked second in the state of New Jersey on Citywire RIA’s Fastest Grower List for 2024. According to Citywire, the firm stepping into first place is “registering at $10.2bn in AUM and Pathstone [is] clocking in at $48.3bn.”
See the full list here and click New Jersey for Pathstone.
Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate, but may purchase plaques, reprints, or logos to publicize rankings and participates in Barron’s digital marketing program for ranked firms and individuals.
Methodology:
Citywire looks at historical Form ADV data provided by Discovery Data and uses a series of filters and screens to remove firms that don’t do financial planning and/or are controlled by banks or broker-dealers and zero in on firms that are growing in terms of both assets and employees. Neither the firm nor its executives pay a fee to Citywire in exchange for the ranking. The award ranking provided is accurate as of August 19, 2024 and is based on historical Form ADV data from all of 2023.
